1. The Disillusioned: Characterized by minimal effort in profile creation, a preference for free accounts, and a lack of proactive engagement, the disillusioned advisor may find themselves missing out on the full potential of RIA Match. To improve their experience, they can take the following steps:
  • Profile Enhancement: Invest time in creating a comprehensive and engaging profile. Include details about financial goals, investment preferences, and any specific criteria for an advisor
  • Explore Match Suggestions: Actively browse through the platform's recommended matches. The algorithm relies on user profiles, so the more information provided, the better the suggestions
  • Initiate Conversations: Break the ice by sending personalized messages to potential advisors. Building connections requires active participation
  • Upgrade to Premium: While RIA Match offers free accounts, upgrading to a premium subscription unlocks additional features and increases visibility, enhancing the chances of finding a suitable match


  1. The Dabbler: With a willingness to invest in a paying subscription, the dabbler engages for a brief period, sending a few messages before losing interest. To transform their experience from fleeting to fulfilling, they can consider the following actions:
  • Set Realistic Expectations: Understand that building meaningful conections takes time. Establishing relationship requires ongoing communication and collaboration
  • Utilize Premium Features: Take advantage of the premium subscription benefits, such as advanced search filters and enhanced visibility. This increases the chances of connecting with a compatible advisor.
  • Regular Check-Ins: Make it a habit to log in regularly and check for new matches or messages. Consistency is key to forming lasting connections.
  • Seek Guidance: If faced with challenges or uncertainties, get our e-books for a roadmap to success.
  1. The Super User: The super user is the epitome of strategic engagement, leveraging the RIA Match platform to its fullest potential. To continue their success, they can adopt the following actions:
  • Optimize Profile: Regularly update the My Story section to reflect any changes in goals and value proposition. This ensures that matches are always based on accurate information.
  • Engage in Community Forums: Participate in RIA Match's community forums to share insights, experiences, and learn from others. Follow RIA Match on LinkedIn and subscribe to blog for weekly updates.
  • Utilize Advanced Features: Explore and make use of additional features like webinars, events, and resource materials provided by RIA Match. These resources can enhance financial knowledge and enrich the advisor-investor relationship.
  • Provide Feedback: Share feedback with the platform regarding your experience. This helps RIA Match continually improve its services and cater to the evolving needs of its users.

Understanding and embracing these personas on RIA Match can significantly impact the user experience. Whether you are just starting, exploring, or fully immersed in the platform, taking proactive steps aligned with your persona can lead to more meaningful connections and a fulfilling journey on RIA Match.